曹宇-专栏作者-索比光伏网

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target="_blank"><h2>曹宇：解析各光伏巨头核心利益，为何自律无法结束内卷</h2></a> <span>2024-10-20</span> </div> <p class="rightP">上周六，10月12日，央视《对话》栏目邀请朱共山、刘汉元、高纪凡、钟宝申、李东生、李仙德、陆川七位光伏领袖共聚一堂，笔者也在现场看了他们针对中国光伏现状与未来的对话。他们都很真诚的在为行业寻找出路。10月15日，行业又召开了“反内卷”的会议。但笔者认为，这些举措并不能结束光伏产业内卷现状。</p> <div class="labelBox"> <a href="https://www.solarbe.com/topic/show-htm-itemid-546.html" target="_blank">光伏产业</a> <a href="https://www.solarbe.com/topic/show-htm-itemid-14231.html" target="_blank">光伏领袖</a> </div> </div> </div> <div class="listBox"> <div class="listBoxRight fulllist "> <div class="rightMsg"> <a href="/202409/19/382406.html" target="_blank"><h2>光伏的现状与未来：光储平价、三类刚需市场、“一带一路”新经济</h2></a> <span>2024-09-19</span> </div> <p class="rightP">No.1光储平价比想象得更近2004-2020，光伏产业经历16年的快速发展，终于在包括中国在内的全球大部分地区实现了平价上网，甚至低于火电价格。2021年以来随着光伏的光电转换效率进一步提升、制造成本进一步下降，光伏</p> <div class="labelBox"> <a href="https://www.solarbe.com/topic/show-htm-itemid-943.html" target="_blank">平价上网</a> <a href="https://www.solarbe.com/topic/show-htm-itemid-2150.html" target="_blank">智能制造</a> <a href="https://www.solarbe.com/topic/show-htm-itemid-402635.html" target="_blank">锂电储能度电成本</a> </div> </div> </div> <div class="listBox"> <div class="listBoxRight fulllist "> <div class="rightMsg"> <a href="/202407/30/380758.html" target="_blank"><h2>大咖说5A | 曹宇：让光伏进入“投资无忧”时代（上）</h2></a> <span>2024-07-30</span> </div> <p class="rightP">天合富家5A级户用光伏解决方案，重新定义户用光伏行业发展。本期“大咖说 5A”邀请到了碳索新能-索比光伏网总编曹宇，一起来看大咖观点…</p> <div class="labelBox"> <a href="https://www.solarbe.com/topic/show-htm-itemid-526.html" target="_blank">光伏</a> <a href="https://www.solarbe.com/topic/show-htm-itemid-90137.html" target="_blank">天合富家</a> <a href="https://www.solarbe.com/topic/show-htm-itemid-5912.html" target="_blank">曹宇</a> </div> </div> </div> <div class="listBox"> <div class="listBoxRight fulllist "> <div class="rightMsg"> <a href="/202407/19/380452.html" target="_blank"><h2>新经济引擎的诞生：解读总书记讲话，看三中全会后光伏产业的未来丨破局策略之三</h2></a> <span>2024-07-19</span> </div> <p class="rightP">笔者年初对于光伏产业破局做的三大预判——“大”、“高”、“强”，即“以顶层设计和创新拓展大市场”、“以专利建立高壁垒”、“政府出手进行强约束”，现在看当初的设想已得到了初步印证。N型电池光伏专利战打的</p> <div class="labelBox"> <a href="https://www.solarbe.com/topic/show-htm-itemid-304149.html" target="_blank">人工智能</a> <a href="https://www.solarbe.com/topic/show-htm-itemid-546.html" target="_blank">光伏产业</a> <a href="https://www.solarbe.com/topic/show-htm-itemid-301616.html" target="_blank">区块链</a> </div> </div> </div> <div class="listBox"> <a href="/202407/01/379818.html" target="_blank" class="imgBox" title="阳光电源：以桥之名"> <img src="https://img.solarbe.com/202407/01/09041535210362.jpg?imageView2/2/w/504" alt="阳光电源：以桥之名" title="阳光电源：以桥之名"/> </a> <div class="listBoxRight "> <div class="rightMsg"> <a href="/202407/01/379818.html" target="_blank"><h2>阳光电源：以桥之名</h2></a> <span>2024-07-01</span> </div> <p class="rightP">刚落幕的德国慕尼黑光伏展上，光储深度融合的行业趋势更加显著，储能产品几乎成为各家展台的标配。而在10年前，只有欧洲少数几家企业和特斯拉在慕尼黑展上展示过储能产品，国内对光储一体几乎一无所知。彼时，在业内不解的目光中，曹仁贤在合肥开辟了新业务——储能装备的研制和生产。而现在，阳光电源储能系统全球出货量已连续8年中国企业第一，更是以光储为核，不断引领全球可再生能源产业创新发展。</p> <div class="labelBox"> <a href="https://www.solarbe.com/topic/show-htm-itemid-3376.html" target="_blank">储能产品</a> <a href="https://www.solarbe.com/topic/show-htm-itemid-1024.html" target="_blank">曹仁贤</a> <a href="https://www.solarbe.com/topic/show-htm-itemid-1023.html" target="_blank">阳光电源</a> <a href="https://www.solarbe.com/topic/show-htm-itemid-1074.html" target="_blank">阳光电源</a> </div> </div> </div> <div class="listBox"> <a href="/202406/29/379806.html" target="_blank" class="imgBox" title="曹宇：光伏震荡局至中盘，探讨政府如何助行业补齐缺失关键一环"> <img src="https://img.solarbe.com/202406/29/18022890122108.jpg?imageView2/2/w/504" alt="曹宇：光伏震荡局至中盘，探讨政府如何助行业补齐缺失关键一环" title="曹宇：光伏震荡局至中盘，探讨政府如何助行业补齐缺失关键一环"/> </a> <div class="listBoxRight "> <div class="rightMsg"> <a href="/202406/29/379806.html" 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